
Corporate Trainer
6 days ago
About Us
We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams.
Role: Corporate Trainer – Financial Services & Process Training
Responsibilities:
- Design and deliver structured training programs for staff covering:
- Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.).
- Sales communication, objection handling, and client engagement techniques.
- Back-office processes, compliance requirements, and operational workflows.
- Conduct induction programs for new hires and refresher sessions for existing staff.
- Build training modules (presentations, scripts, checklists, mock call scenarios).
- Coach staff on call quality, client interaction etiquette, and cross-selling opportunities.
- Monitor and assess staff performance post-training and recommend improvement areas.
- Collaborate with product managers and compliance teams to keep training updated.
Desired Background:
- Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment.
- Strong understanding of client communication, telesales, and back-office operations.
- Excellent presentation and interpersonal skills with the ability to simplify complex concepts.
- Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential.
Key Skills:
- Communication & Voice Training
- Sales & Objection Handling Techniques
- Back-office Process Training (KYC, compliance, operations, MIS)
- Module Creation & Documentation
- Performance Coaching
What We Offer:
- Opportunity to work with a reputed financial brand.
- Competitive remuneration.
- A role that combines training, mentoring, and process improvement.
Apply now if you are passionate about upskilling teams and creating impact through structured training
Job Type: Full-time
Pay: ₹15, ₹25,000.00 per month
Benefits:
- Health insurance
Application Question(s):
- Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience).
- Have you conducted roleplays or designed training modules in the past?
Do you have experience training staff on voice, process, or product knowledge?
Are you comfortable learning financial products and training others on the same?
Language:
- Hindi (Preferred)
- English (Preferred)
Work Location: In person
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